IMA Corporate
PBB facilitates organizations in providing benefits and services while adhering to regulatory requirements.
Put idle funds to work—invest smarter now!
Acceptable Currencies
Explore a wide range of currencies accepted for smooth and secure transactions.
Philippine Peso
PHP
US Dollar
USD
Other bank-Accepted Foreign Currencies
FCDU
Benefits
Unlock exclusive perks, rewards, and smarter ways to grow your finances today!
Expert Portfolio Officer
Expert asset administration and savvy investment management that suits your specific requirements, goals, and security.
Easy Access to Funds
Efficient liquidity and timely remittances of cash requirements to the client.
Develop Your Portfolio
The client receives the necessary documents and legal assistance.
Optimized ROI
In the context of the Directional Investment Management Account (IMA), the client will actively participate in the management of the fund and retain the ability to direct the nature of their investments.
Requirements
Corporate Clients
- Government-issued IDs
- Articles of Incorporation/Partnership
- SEC Registration
- Latest General Information Sheet with Beneficial Ownership Declaration Form
- Secretary’s Certificate
PBB - TIC (Corporate Account)
- Customer Information Sheet
- IMA Agreement
- Client Suitability Assessment
- Investment Policy Statement– for regular/discretionary IMA only